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Andrew Jeffory Wiginton

Eaton Vance Management

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About Andrew Jeffory Wiginton

Andrew Wiginton is a financial advisor based in Boston, Massachusetts. He has been working in the financial industry since 2001. He holds the Series 6, Series 7, Series 63, and Series 65 licenses and the SIE exam, demonstrating his knowledge of investment products and regulations. Andrew is currently registered with Eaton Vance Management in Boston, Massachusetts. Andrew has previously worked for Wells Fargo Funds Distributor, LLC and Van Kampen Funds Inc. His experience spans multiple firms and states, highlighting his broad understanding of financial services. Andrew specializes in providing financial advice to individuals, businesses, investment companies, and pooled investment vehicles. Andrew also specializes in selecting other advisors.

Firm Information

Andrew Wiginton is currently registered with Eaton Vance Management. Eaton Vance Management is an investment advisor headquartered in BOSTON, MA. The firm provides portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. They also offer selection of other advisers. Eaton Vance Management has approximately $63.04 billion in regulatory assets under management.
Eaton Vance Management

ONE POST OFFICE SQUARE

BOSTON, MA 02109

$63.04B

Assets Under Management

8

Total Clients

133

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Percentage of portfolio income

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Andrew Wiginton’s Registration & Firm History

MA

06/28/2018 - Present

Eaton Vance Management (BOSTON MA)

NC

01/04/2006 - 06/11/2018

WELLS FARGO FUNDS DISTRIBUTOR, LLC (CHARLOTTE NC)

TX

01/04/2001 - 01/03/2006

VAN KAMPEN FUNDS INC. (HOUSTON TX)

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Licenses & Designations

IA

Issued 11/17/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/11/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/25/2004

Series 7 - General Securities Representative Examination

BC

Issued 01/03/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrew Jeffory Wiginton.
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